Aggressive = Equity Funds 70% | Balanced Fund 30%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 69.1 164,259
3 Year Return 8.6 128,079
5 Year Return 13.26 184,471
10 Year Return 12.97 343,463
CategoryEquity: Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 75.48 171,125
3 Year Return 7.56 124,061
5 Year Return 14.54 195,869
10 Year Return 16.68 470,480
CategoryEquity: Small Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 100.52 196,086
3 Year Return 9.42 130,608
5 Year Return 18.71 233,374
10 Year Return 19.58 601,861
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 48.85 146,245
3 Year Return 10.2 133,558
5 Year Return 13.34 186,243
10 Year Return 13.76 366,130
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 46.26 143,518
3 Year Return 7.07 122,715
5 Year Return 10.72 165,240
10 Year Return 12.06 314,810

Moderately Aggressive = Equity Funds 60% | Balanced Fund 40%

CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 69.1 164,259
3 Year Return 8.6 128,079
5 Year Return 13.26 184,471
10 Year Return 12.97 343,463
CategoryEquity: Large and Mid Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 63.27 158,849
3 Year Return 10.21 133,812
5 Year Return 14.77 196,756
10 Year Return 12.91 340,978
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 54.54 150,484
3 Year Return 7.54 123,918
5 Year Return 12.17 176,546
10 Year Return 11.63 304,843
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 62.57 158,303
3 Year Return 9.9 132,431
5 Year Return 12.55 178,776
10 Year Return 13.31 353,419
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 40.22 137,196
3 Year Return 10.86 136,078
5 Year Return 12.37 178,450
10 Year Return 13.0 342,029

Moderate = Equity Funds 40% | Balanced Funds 50% | Equity Savings Fund 10%

CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 58.83 154,569
3 Year Return 9.06 129,357
5 Year Return 12.12 175,982
10 Year Return 11.97 313,884
CategoryEquity: Large Cap
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 62.57 158,303
3 Year Return 9.9 132,431
5 Year Return 12.55 178,776
10 Year Return 13.31 353,419
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 48.85 146,245
3 Year Return 10.2 133,558
5 Year Return 13.34 186,243
10 Year Return 13.76 366,130
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 46.26 143,518
3 Year Return 7.07 122,715
5 Year Return 10.72 165,240
10 Year Return 12.06 314,810
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 29.93 128,606
3 Year Return 5.92 118,718
5 Year Return 7.33 141,738
10 Year Return - -

Moderately Conservative = Balanced Funds 70% | Equity Savings Fund 30%

CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 48.85 146,245
3 Year Return 10.2 133,558
5 Year Return 13.34 186,243
10 Year Return 13.76 366,130
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 40.22 137,196
3 Year Return 10.86 136,078
5 Year Return 12.37 178,450
10 Year Return 13.0 342,029
CategoryHybrid: Aggressive
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 46.2 142,534
3 Year Return 7.31 123,330
5 Year Return 9.05 153,023
10 Year Return 11.88 309,820
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.0 124,671
3 Year Return 6.9 122,039
5 Year Return 9.88 159,185
10 Year Return 9.01 237,394
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 29.93 128,606
3 Year Return 5.92 118,718
5 Year Return 7.33 141,738
10 Year Return - -

Conservative = Income Funds 50% | Hybrid Debt Funds (MIP) 30% | Equity Savings Fund 20%

CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 10.01 109,610
3 Year Return 8.87 129,040
5 Year Return 9.09 154,301
10 Year Return 10.13 262,302
CategoryDebt: Dynamic Bond
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 6.64 106,135
3 Year Return 1.54 104,709
5 Year Return 4.48 124,350
10 Year Return 7.13 199,054
CategoryDebt: Medium Duration
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 9.1 108,594
3 Year Return 7.63 124,694
5 Year Return 8.11 147,561
10 Year Return - -
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 27.91 126,517
3 Year Return 6.11 119,513
5 Year Return 8.7 151,098
10 Year Return 9.9 257,862
CategoryHybrid: Conservative
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 16.91 115,706
3 Year Return 8.54 127,747
5 Year Return 9.94 160,175
10 Year Return 10.08 261,733
CategoryHybrid: Equity Savings
PeriodAnnualized
Return (%)
Value of Rs. 1 Lakh
Invested
1 Year Return 26.0 124,671
3 Year Return 6.9 122,039
5 Year Return 9.88 159,185
10 Year Return 9.01 237,394